Bell Potter's top stock picks for FY23
In this report, our analysts share their top stock picks for FY23, along with their views on various sectors including listed investment companies, agricultural & FMCG, technology, diversified financials, industrials, healthcare, base metals & gold, energy, and strategic minerals.
Hayden Nicholson, our resident ETF/LIC specialist explains that sector premiums and discounts are highly reactive to market conditions, and negative sentiment generally exceeds the extent of potential losses. He believes that high-quality managers outside of large-to-mid cap Australian Equity mandates are now trading at attractive prices.
Healthcare analyst John Hester expects that names with sufficient capital to endure the current downturn will provide strong longer-term potential as a result of current depressed valuations.
The report also includes exclusive insights from experienced resource analysts David Coates, Stuart Howe, Bradley Watson, Regan Burrows & Joseph House, who detail their views across nine stocks ranging from mining to energy to minerals.
In-depth coverage of agricultural, technology, and diversified financial opportunities is also available, courtesy of Jonathan Snape, Chris Savage, and Marcus Barnard respectively. To read this analysis, and the rest of the team's 15-page report examining our 32 stock picks for FY23, read the full report below.
32 stocks mentioned